Admin User Orientation

Bec Lee
Customer Education Manager


Hello. In this video, I want to give a quick overview of some of the admin functionalities in Cascade.

So starting off, we're seeing here the home page will be the landing page for any user logging into cascade.

So just for a quick orientation of this page, we've got a list of upcoming goals, which is any objectives and success criteria that your user is associated with. Here we've got upcoming work, which is going to include any actions that your user is associated with. As well as the Canban board view for those same actions.

Finally, you'll have a feed view of all the updates in your workspace well as your notifications here on the sidebar and any favorite plans you may have.

Next up you'll find under your profile pick in the top right that you'll have an admin menu. So if I select that option, there'll be several different tabs across the top here containing different pieces of information and settings.

So in the first case, we have the users tab.

So in the first case, we have the user tab. That's going to be where we can manage all of our existing users as well as add additional u users. We can add them from here. As well as edit any existing users down in this function here.

On the billing front, we'll be able to manage any of our billing and invoices from this page.

Next, we have the strategy model. This is where we'll be able to set up all of the terminology and types that our strategy model uses. So you can select a different existing framework, edit the framework that is applied to change this terminology, as well as add these different types, which will essentially be tags. That will serve to categorize different areas of your plans.

You can see from here, we've got a couple of additional tabs for setting up different customizations and settings across the board. So time horizons will let you set different default time settings that can be applied to goals and plans as well as filters. Custom fields where you can create custom information and fields to be applied to your different goals. Security, where we'll be able to have, self serve SSO coming soon so keep an eye on that space.

Bulk tools are where we can do bulk reassignment to reassign goals from one user to another, as well as book import functions to import users and plans. And finally, edit our update templates, wherein which you can create custom templates and apply them to different teams or goal types.

A couple of other quick things to review here are the alignment map. So the concept of alignment here is going to show the relationship between different items within our strategic plans.

So on the alignment map, we've got two different views. The first being plan view, which is going to just show us the connection between all of the different plans in our workspace so we can see how this is overall structured. You can think of this kind of as an org unit, map or just a layout of how the org fits together. So we can see we've got different plans, how they fit up into one another, and kind of show the overall structure of the business.

On the other hand, we have objectives, and this view is going to show us the different connections between all of our individual objectives in the strategic plan.

So this is going to show me every contributing relationship between objectives and my plans. So I can see how many different contributing options or objectives there are each of these highest level objectives, as well as see the direct impact between different items, both from the top down and from the bottom up.

One of the next important things to know about is the metrics library. This is where all of the businesses metrics will be stored if they are whether or not they are connected into a strategic plan. So we can either import these from an external tool or manually create them directly in cascade, and then we'll have this library of all of these cards for the different metrics we're tracking. We can click into these and see a bit more information, including the historical data and the trends of that metric over time.

So as you can see here, we're tracking the metric of churn. It's showing the current value trends over the over the last month as well as the historical details which I can also see in a table view.

The last thing to take a look at really quickly is how to build a new plan team or goal.

So from this option here, plans and teams in the sidebar, we'll be able to create either a new plan or a new team.

So in order to create a new plan, we'll just use this new plan icon here. You can also use this option along the top where we can add either a team plan objective or teammate. So this is a pretty handy kind of catch all option here.

But from this page, we can go ahead and select the new plan icon, and that will let us give this plan a name, a parent plan, which will set up that alignment according to that alignment map we looked at just a moment ago, the type or custom field. Which will also both be configured in that admin setting menu. Once we create this, it will populate a new empty plan, and you can go ahead and build out some additional objectives or focus areas within that plan.

If you want to add an objective within a plan, again, I can either use this option here to add an objective or I can pull up a specific plan.

Go ahead and click the plus icon here, create the new objective, hit save, and it will be created into my plan.

Similarly, from the teams page, we can create a new team.

I'm gonna follow a pretty similar flow. Use this new team here.

And I'll give the team name, team owner, team members, and the parent team, which will dictate structure here. Once that's created, I'll just hit save, and it will create a new plan a new team that will look something like this.

So we'll have a description that the team members, including the team owner, and then we can connect this team to various plans, as well as create updates for that team.

That is a very quick high level summary of the different admin functionalities in cascade. We do have some more built out individual videos for each of these different functionalities if you want to dig in a bit deeper, but this is a quick introduction. So hope that helped.

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